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  • Founder Wealth Strategies of Raymond James
    285 Riverside Ave Ste 205 Westport, CT 06880-4800 T: 203.635.5400 F: 866.521.3158 TF: 844.706.4607
    Map and Directions Map and Directions
Founder Wealth Strategies of Raymond JamesFounder Wealth Strategies of Raymond James
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Four priceless money lessons for kids
Financial literacy is a gift that lasts a lifetime.
Family & Lifestyle
Infographic: Money and marriage
Review these nine steps to help you build a confident and joyful financial life as you embark on this new chapter.
Family & Lifestyle
View
Read
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Family & Lifestyle
How investments are taxed
You’ve built a nest egg, watched your investments grow, and now y...
Family & Lifestyle
Investing strategy: six principles to guide you
If you’re relatively new to investing, it can be confusing to con...
Markets & Investing
Read
Three ways to fund a Roth IRA
A robust retirement plan features multiple saving tactics that se...
Markets & Investing
Read
401(k) plans: the basics
If your retirement is well down the road, you may be tempted to p...
Markets & Investing
Read
Understanding IRAs: traditional and Roth
An individual retirement arrangement – known commonly by its ini...
Markets & Investing
Securities-based lending helps ease financing luxuries
When buying luxuries, your portfolio can be powerful collateral.
Family & Lifestyle
Can homeschooling and a full-time job co-exist?
Juggling schoolbooks and paychecks isn’t for the faint of heart, but can be a rewarding endeavor with the right expectations and support.
Family & Lifestyle
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving
Always here for you
Founder Wealth Strategies of Raymond JamesFounder Wealth Strategies of Raymond James
  • 285 Riverside Ave Ste 205 Westport, CT 06880-4800
  • T 203.635.5400
  • F 866.521.3158
  • TF 844.706.4607
  • Map & Directions
  • Map & Directions

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